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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $146,267-100.0% | $197,124-100.0% | $82,448-100.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 86.7%-86.7pp | 68.1%-68.1pp |
| Annual return | 13.97% | 29.61%-15.6pp | 44.34%-30.4pp | 41.64%-27.7pp |
| Employer contribution / active EE | $40,938 | $4,723+766.7% | $6,227+557.4% | $2,551+1504.8% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $14,422-100.0% | $16,298-100.0% | $7,234-100.0% |